Businesses can find it easier to send GoHighLevel Invoicing & Billing, a flexible tool. Because it’s simple to use, people can quickly change bills to suit their needs. It’s easy to create professional invoices that match the look of your business with GoHighLevel, whether you have a lot of clients or just one job. It also lets you change small things to ensure the price is right.
Besides regular billing options, GoHighLevel lets users add taxes and discounts with just a few clicks. This flexibility helps businesses run sales or follow tax rules easily. You can change tax rates and add discounts for each item or the whole bill, which makes billing easier in complicated cases. These choices ensure that your invoices are correct, which helps prevent payment problems.
This blog post will explain GoHighLevel Invoicing & Billing and invoicing features if you’re new or wish to improve your use. Let’s see how this tool can organize your finances and focus on what matters.
Table of Contents
Feature of GoHighLevel Invoicing
GoHighLevel Invoicing & Billing provides users with comprehensive features designed to simplify the invoicing process. A full breakdown of each feature follows:
1. Create Invoices: This capability allows users to create professional invoices on the platform. The platform can be customized to meet business needs and issue invoices in minutes, streamlining billing administration for customers with several clients or projects.
2. Edit Invoices: After creating an invoice, the Edit Invoices tool lets users make adjustments. It updates service details, corrects price problems, and adds remarks to keep invoices accurate. This is helpful for companies with changing client needs or project scopes.
3. Add Taxes: For businesses dealing with clients in regions where taxes are required, the Add Taxes feature makes compliance straightforward. Users can easily apply the appropriate taxes based on location, ensuring that all invoices reflect the correct amounts. This helps businesses stay compliant with local tax laws and avoid potential issues down the line.
4. Invoice Status Tracking: Status tracking simplifies payment management. This tool lets users track invoice status as paid, pending, or overdue. Businesses may streamline follow-ups and ensure no missed payments, boosting cash flow management.
Does GoHighLevel Do Invoicing?
GoHighLevel Invoicing & Billing has everything you need to market and manage your interactions with customers. Not only that, but you can also send bills, which can better your business. Go to your GoHighLevel dashboard and click on the Payments tab to make a payment. This will take you to a place where all your money activities are accessible. You can see your present invoices and make new ones by clicking on the “Invoices” tab.
Making a new invoice is easy. Simply click the + New button to start creating the invoice. You will be asked to provide important information like the invoice date, client details, and a list of charges. Make sure you fill in all the necessary fields correctly to prevent any mistakes. When you’ve provided all the needed information, click Save to keep the invoice in your system.
The GoHighLevel Invoicing & Billing helps your business work better by seamlessly integrating with other CRM features. It lets you store all your client talks and money records in one spot, making it easier to manage and more accurate. If you work with many clients or keep track of different payments, GoHighLevel’s invoicing tool makes it easy to handle your billing.
How to Use GoHighLevel to Make Bills?
It’s easy to make a statement when you’re ready to bill a client. Here are the steps:
Go to your GoHighLevel homepage and choose the subaccount you want to charge.
On the left side of the screen, click on the Payments tab.
Afterward, go to the top of the page and click Invoices. Then, click on the green + New button.
After that, you can change your invoice to add your logo, the invoice number, the times it was issued, your contact information, and information about the client.
How to Edit Your Invoice
In GoHighLevel Invoicing & Billing, changing your payments is simple. To make each part your own, just click on the part you want to change and type in the right information. For example, to change the information about your business, you would click on that place and type in the new information. You can also make the image on your bill. After that, click “Select a File” and drag your name from your desktop to the marked area.
Also, you can change information about clients by clicking on the right areas. To change the invoice number or date, you only have to click on those areas and type in the new information. Click on the “+ Add an Item” section to add things to the bill.
Then, you can pick the service or product from a drop-down choice and give it the right price. If you need to change the number or price of an item, you can easily do so by clicking on those fields. This way of rewriting is quick and easy, which cuts down on mistakes and guarantees accuracy.
How To Add Taxes To Your Invoice
When you use GoHighLevel Invoicing & Billing, you can easily add sales taxes. Go to your “Payments” page and click the “Tax Settings” tab to start. Click on the green “Add Tax” button when you get there. A pop-up window will ask you for the necessary details, like the tax name, rate, description, and tax ID number. And when you click “Add Tax,” the tax will be saved to your settings.
You can add more than one tax and choose which ones to use when making a statement if you sell in different areas with different tax rates. This feature helps companies with customers from other tax jurisdictions because it ensures that each customer pays the proper taxes. You can see and choose from different tax choices when you finish your invoices, which makes it easier to follow tax rules.
How To Add a Discount To Your Invoice
GoHighLevel Invoicing & Billing makes adding a discount to your bill simple. Open the bill where you want to apply savings. Scroll down and click “Add Discount” on the “Subtotal” page. Change the discount amount with a sliding toggle. Select the desired price and click “Save.”
This function simplifies client deals without complicating bills. This straightforward interface makes it easy to apply discounts to the overall amount for a seasonal promotion or client loyalty. The invoice system applies the discount, so there’s no need to conduct calculations by hand, reducing the likelihood of error.
How To Send an Invoice
After completing all the modifications, send the money. Click “Review and Send” in the upper right corner of the bill. This will open a pop-up window where you can select the client’s distribution method (email) and payment method. If OK, click “Send Invoice.”
Before sending an invoice, use “Test Mode” to test the system. Put the bill in test mode and click “Send.” This shows you how the procedure will function before sending the invoice to the client so you can ensure everything is set up correctly.
How To Check the Status of Your Invoice
The GoHighLevel Invoicing & Billing payments dashboard lets you track all invoices. Go to “Payments” > “Invoices.” Here are all your invoices and their Status—paid, pending, or overdue.
Real-time monitoring lets you track invoice processing and manage your billing process. It helps firms with various clients rapidly identify invoices that need follow-up and avoid late payments.
Conclusion: GoHighLevel Invoicing & Billing
GoHighLevel offers a complete invoicing and billing system, making it easier for businesses to handle their finances. Using its easy-to-use system, you can easily create, change, and send invoices and manage taxes, discounts, and payment statuses.
Tools like tracking invoices in real-time and easy customization help businesses make their billing better, reduce mistakes, and get paid faster. GoHighLevel Invoicing & Billing tools help you handle many clients or projects easily. They save you time and keep things accurate, so business owners can focus on growing their business while keeping their finances organized.
FAQs- GoHighLevel Invoicing & Billing
How do I Invoice On GoHighLevel?
Visit your GoHighLevel dashboard for the invoice. Click Payments > Tab Invoices > Fill out the invoice details and click Save after clicking + New. When ready, send it to your consumer via SMS and email.
Auto-Generate Invoices Using GoHighLevel.
Though invoices aren’t automatically generated, you can rapidly make them using templates and edit them. Advanced users can establish recurring goods and service bills.
Can I Add VAT To GoHighLevel Invoices?
In your tax settings, you can apply VAT and sales taxes to all invoices and adjust taxes based on consumer location.
